Financial Services Coordinator

5 days ago


Worthing, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time
Financial Client Executive Opportunity

We are seeking an experienced Financial Client Executive to join our team at Artemis Recruitment Consultants Ltd. This role is integral to providing exceptional administrative support to clients and senior members of staff.

Key Responsibilities:
  • Coordinate team meetings, client meetings, and appointments
  • Manage post for the Adviser team
  • Administer new client pensions, investments, and risk contracts
  • Liaise with product providers and partners
  • Manage and finalize client documentation from start to finish
  • Coordinate annual client reviews, including production of valuations
  • Process investments, fund switches, and sales documentation within defined service level agreements
  • Review and complete investment transactions, ensuring accuracy in line with original instructions
  • Deal with client queries
  • Ensure the back-office system is up to date
  • Adhere to FCA regulations, internal policies, and procedures at all times
Requirements:
  • Experience working in an office environment, preferably in financial services
  • Fully conversant in Microsoft Office
  • Proven Microsoft Excel skills
  • Good communication skills, including digital communication
  • Attentive and methodical approach
  • Organized and able to prioritize effectively
  • Strong customer focus
Desirable Criteria:
  • Previous experience in financial services
  • Certificate in Regulated Financial Services or equivalent professional financial services qualifications
  • Experience using CURO


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